Financial Support Specialist

14 ore fa


Roma, Lazio, Italia CFM Indosuez Wealth Management A tempo pieno

CFM Indosuez Wealth Management is a global leader in wealth management, with over 145 years of experience and a presence in 16 territories worldwide. As a Financial Support Specialist, you will play a vital role in providing administrative and operational support to our Wealth Managers in managing high net worth individuals (HNWI) and ultra-high net worth individuals (UHNWI) clients.

Job Responsibilities
  • Administrative Support: Provide telephone support, manage emails, and handle mail related to client inquiries and account management.
  • Client Meetings: Assist Wealth Managers in preparing for client meetings by ensuring compliance with client file requirements, portfolio situation updates, reports, and sales documentation.
  • Transaction Execution: Execute cash, securities, foreign exchange, deposit operations, and other transactions as instructed by clients or Wealth Managers.
  • Account Monitoring: Regularly monitor client accounts and notify Wealth Managers of any unusual activity or events.

The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to work effectively in a team environment. Knowledge of anti-money laundering rules and procedures is essential. A good understanding of MS Office applications, particularly Excel and Word, is also required.

This position offers a competitive salary of €45,000 per year, which is commensurate with industry standards in Milan, Italy. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.



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